- hans@hstumm.com
- 617-795-2905
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Data Questionnaire (PDF format)
Use this form to help you prepare for our first meeting. The more information you can provide to me, the better picture I will have of your financial situation.
Excel Data Questionnaire (Microsoft Excel format)
Use this form to enter your financial data to send to me.
PDF files are readable and printable with the free Adobe Acrobat Reader
There are thousands of financial web sites out there. Here are a few I have found helpful.
CNN Money
The latest news and information in the world of finance and business.
Quote.com
A great source for the latest stock quotes.
Peterson's Education Center
Information on choosing and financing the right institution.
Internal Revenue Service
Online access to IRS tax information and services.
PDF files are readable and printable with the free Adobe Acrobat Reader
Mr. Stumm is a Registered Representative with and offers securities and financial planning through LPL Financial, Member FINRA/SIPC, A Registered Investment Advisor. 10 Langley Road, Suite 301, Newton Center, MA 02459-1972. (617) 795-2905.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP™, CERTIFIED FINANCIAL PLANNER™ and 
in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
© 2007 J. Hans Stumm